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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lewes | DE | 03/2013 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Janney Montgomery Scott, Llc | Greenville | DE | 11/2017 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rehoboth Beach | DE | 07/2022 | Present |
| Bank Of America, N.A. | Rehoboth Beach | DE | 09/2022 | Present |
I*2623270, Entity Type: , Name of OBA: L W, Address: Milton, Delaware, 19968, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 07/15/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-24 |
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